---
title: Salesforce
summary: Read and update leads, opportunities, and accounts directly from agent conversations.
---

# Salesforce

Read and update leads, opportunities, and accounts directly from agent conversations.

## What it does

Connects an agent to Salesforce. Agents can query leads and opportunities, update account records, log activities against a contact, and pull pipeline data into a conversation without a human switching tabs to look it up.

## Setup

1. Go to **Settings → Integrations → Salesforce**.
2. Click **Connect** and complete the OAuth 2.0 + PKCE flow against your Salesforce org.
3. Review requested object-level permissions (Leads, Opportunities, Accounts, Activities).
4. Assign to the agent(s) that need CRM context. See the Sales Assistant template under [Agents](/en/docs/features/agents).

## Scopes requested

Object-level read/write scoped to what you approve during setup. Credentials are encrypted at rest and rotate automatically; see [Security](/en/docs/features/security) for the underlying credential broker model.

## Typical use

Sales agents that need live opportunity data before a call, or support agents that need account context before responding to a ticket.